Position in STAG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$426,995
+$22,042 QoQ
Shares Held
11,219
-0.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#307
of 541 holders
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in STAG Over Time
Shares Held
Position Value (USD)
Derivatives in STAG
reported options exposure · as of Jun 30, 2023CallValue
$3,588,000
CallShares
100,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Cresset Asset Management, LLC holds $9,927,602 across 8 REIT - Industrial names. STAG ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
38,024 | $5,151,111 | |
| 2 | LINE |
Lineage, Inc.
|
35,089 | $1,517,599 | |
| 3 | PSA |
Public Storage
|
3,725 | $1,185,704 | |
| 4 | EXR |
Extra Space Storage Inc.
|
4,348 | $631,764 | |
| 5 | EGP |
Eastgroup Properties Inc
|
2,259 | $457,515 | |
| 6 | STAG |
STAG Industrial, Inc.
This page
|
11,219 | $426,995 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
4,687 | $287,359 | |
| 8 | SMA |
SmartStop Self Storage REIT, Inc.
|
8,294 | $269,555 |
All Filings in STAG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,995 | 11,219 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $404,953 | 11,230 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $393,405 | 10,702 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $366,416 | 10,383 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $356,305 | 9,821 | Shares | Sole | 2026-01-22 | |
| 2023-06-30 | $3,588,000 | 100,000 | Call | Sole | 2023-08-14 | |
| 2023-06-30 | $4,951 | 138 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $590,970 | 17,474 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $769,494 | 23,816 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $524,896 | 12,694 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $658,107 | 13,722 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||